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Technology Stocks : Pomeroy Computer Resources

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To: Christopher Brainard who wrote (161)	8/11/1998 9:36:00 PM
From: mark bailey	Read Replies (1) of 181

Ok-I traded voice mail with IR today but did see this on the Yahoo board (as you may have as well). messages.yahoo.com@m2.yahoo.com I'm a little disturbed by the apparent slowing of the growth on a year over year or sequential quarter basis. If next quarters estimate is really .46 and they earned .42 this quarter that leads to a sequential growth of about 10%. If the 98 estimate is for 1.75 to 1.80 the stock will be priced by the market at $17 to $18/share which is below what I considered the current price support of $19.5 or so. Looking back over 97 till now the EPS on a quarterly basis is as follows: Qtr Ending 97 98 Jan .31 .43 39% April .29 .38 31% July .35 .42 20% Oct .39 .46est 18% Definitely a slowing trend for EPS growth. The sequential quarter comparison from June-Sept of 97 showed 39/35=11% growth and the 98 estimates places them at 9.5%. Conclusion: 1. This coming quarter is not their slowest but isn't a big growther. 2. Anyway you slice it, PMRY looks to be slowing down. 3. Valuation could be 1.75 (98 EPS)1.15 (Growth in 99) 15 PE=$30/share (less than I expected for next year) Any comments??

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